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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 95.54 | 95.54 | 0.00 |
Other | 4.49 | 4.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.01 | 14.53 |
Price to Book | 2.26 | 2.08 |
Price to Sales | 1.76 | 1.37 |
Price to Cash Flow | 9.99 | 9.88 |
Dividend Yield | 2.82 | 3.02 |
5 Years Earnings Growth | 8.78 | 9.52 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.81 | 18.65 |
Industrials | 28.74 | 20.27 |
Consumer Cyclical | 15.10 | 13.61 |
Consumer Defensive | 10.76 | 11.62 |
Healthcare | 4.66 | 9.89 |
Technology | 4.57 | 7.01 |
Basic Materials | 2.58 | 5.32 |
Energy | 2.22 | 6.43 |
Utilities | 1.26 | 3.94 |
Real Estate | 0.95 | 3.16 |
Communication Services | 0.34 | 6.89 |
Number of long holdings: 82
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 6.29 | 1,070.00 | +1.09% | |
HSBC | GB0005405286 | 5.29 | 946.70 | -0.95% | |
3I Group | GB00B1YW4409 | 4.49 | 4,019.00 | -0.50% | |
AstraZeneca | GB0009895292 | 3.89 | 11,790.0 | -0.17% | |
NatWest Group | GB00BM8PJY71 | 3.82 | 510.60 | -4.85% | |
Barclays | GB0031348658 | 3.79 | 360.40 | -2.24% | |
Unilever | GB00B10RZP78 | 3.36 | 53.74 | +0.60% | |
Relx | GB00B2B0DG97 | 3.24 | 3,446.00 | -1.40% | |
ICG PLC | GB00BYT1DJ19 | 3.06 | 2,182.00 | -0.46% | |
London Stock Exchange | GB00B0SWJX34 | 2.67 | 9,168.0 | -0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 2.54B | 1.63 | 5.44 | 10.91 | ||
JPM US Equity Income Fund B Net Inc | 2.54B | 1.61 | 5.42 | 10.90 | ||
JPM US Equity Income Fund C Net Acc | 2.54B | 1.82 | 5.79 | 11.27 | ||
JPM US Equity Income Fund C Net Inc | 2.54B | 1.83 | 5.80 | 11.27 | ||
JPM US Equity Income Fund X Net Acc | 2.54B | 2.19 | 6.52 | 12.13 |
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